Wells Trecaso Financial Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Hold |
1,849
| – | – | 0.28% | 50 |
|
|
2025
Q1 | $985K | Hold |
1,849
| – | – | 0.33% | 48 |
|
|
2024
Q4 | $838K | Hold |
1,849
| – | – | 0.27% | 51 |
|
|
2024
Q3 | $851K | Sell |
1,849
-250
| -12% | -$115K | 0.28% | 52 |
|
|
2024
Q2 | $854K | Hold |
2,099
| – | – | 0.3% | 49 |
|
|
2024
Q1 | $883K | Sell |
2,099
-667
| -24% | -$280K | 0.31% | 49 |
|
|
2023
Q4 | $987K | Hold |
2,766
| – | – | 0.4% | 43 |
|
|
2023
Q3 | $969K | Buy |
2,766
+120
| +5% | +$42K | 0.43% | 43 |
|
|
2023
Q2 | $902K | Buy |
2,646
+86
| +3% | +$29.3K | 0.39% | 43 |
|
|
2023
Q1 | $790K | Hold |
2,560
| – | – | 0.37% | 43 |
|
|
2022
Q4 | $791K | Hold |
2,560
| – | – | 0.39% | 43 |
|
|
2022
Q3 | $684K | Buy |
2,560
+10
| +0.4% | +$2.67K | 0.38% | 43 |
|
|
2022
Q2 | $696K | Hold |
2,550
| – | – | 0.36% | 46 |
|
|
2022
Q1 | $900K | Buy |
2,550
+20
| +0.8% | +$7.06K | 0.4% | 43 |
|
|
2021
Q4 | $756K | Hold |
2,530
| – | – | 0.33% | 49 |
|
|
2021
Q3 | $691K | Buy |
2,530
+50
| +2% | +$13.7K | 0.33% | 48 |
|
|
2021
Q2 | $689K | Hold |
2,480
| – | – | 0.33% | 48 |
|
|
2021
Q1 | $634K | Buy |
+2,480
| New | +$634K | 0.33% | 48 |
|